| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| MOAT Uppercrust Growth | 5.51% | 15.87% | 3.39% | 19.02% | — | 16.58% |
| Nifty 500 | −1.02% | 7.54% | 5.00% | 11.26% | — | 10.14% |
| Excess over benchmark | 6.53% | 8.33% | −1.61% | 7.76% | — | 6.44% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 11 Jul 2024 | 28 Feb 2025 | −22.14% | 232 days | 26 Dec 2025 | 301 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |